Matthew Mikolajewski
Matthew Mikolajewski is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in College Grove, TN, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
College Grove, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an agent for John Hancock, Principal National Life, and Lincoln Financial Group, selling non-variable insurance, dedicating a few hours per week. He also sells life, employee benefit, and commercial insurance through Miner Financial & Insurance, and provides investment advisory services through Independent Advisor Alliance and Matt Mikolajewski Wealth Management, spending nearly full-time on these activities.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Aig Financial Advisors, INC.Broker
Hartford Equity Sales Company INC.Broker
Hartford Equity Sales Company INC.Broker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.